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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
51
BHK Investment Advisors
Alabama
$10.3M +$1.12M +10,371 +9%
A
52
AdvicePeriod
California
$10.1M -$4.22M -39,169 -24%
SFG
53
Sage Financial Group
Pennsylvania
$8.96M -$1.37M -12,766 -10%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$8.38M +$379K +3,517 +4%
NYLIM
55
New York Life Investment Management
New York
$8.2M +$10.6M +98,474 +4,073%
KL
56
KWMG LLC
Kansas
$8.09M +$93.8K +871 +0.9%
SWM
57
SVA Wealth Management
Wisconsin
$7.81M +$947K +8,790 +10%
SWM
58
Shakespeare Wealth Management
Wisconsin
$7.27M +$1.58M +14,629 +20%
DC
59
Derby & Company
Massachusetts
$7.05M +$421K +3,911 +5%
SL
60
Systelligence LLC
Minnesota
$6.98M +$9.25M +85,908 New
BWM
61
Brickley Wealth Management
California
$6.86M -$14.5K -135 -0.2%
MGIA
62
Moneta Group Investment Advisors
Missouri
$6.7M +$1.07M +9,920 +14%
TWP
63
Total Wealth Planning
Ohio
$6.53M +$3.6M +33,417 +71%
LNB
64
Ledyard National Bank
$6.38M -$362K -3,365 -4%
SFG
65
SNS Financial Group
Minnesota
$6.34M -$1.3M -12,113 -13%
WF
66
WoodTrust Financial
Wisconsin
$6.27M -$758K -7,041 -8%
AMG
67
Asset Management Group
Connecticut
$6.25M +$643K +5,967 +8%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$6.16M -$1.37M -12,699 -14%
CWM
69
Cranbrook Wealth Management
Michigan
$6.15M -$250K -2,321 -3%
RC
70
Rovin Capital
Arizona
$5.93M +$7.06M +65,567 New
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$5.85M -$45.8K -425 -0.6%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$5.82M +$1.57M +14,534 +25%
HCMT
73
Highland Capital Management (Tennessee)
Tennessee
$5.63M -$267K -2,478 -3%
BCA
74
Biltmore Capital Advisors
New Jersey
$5.41M +$268K +2,486 +4%
LIM
75
Leavell Investment Management
Alabama
$5.06M +$202K +1,873 +3%